True Wealth Design, LLC
AKRON OH · SEC CIK 0001966033
$4.20亿2026Q2 申报市值
2,655持仓数
70.1%前十大占比 · 第一大 15.8%
203 / 292新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SIMPLIFY EXCHANG 加仓+$750.93万
DIMENSIONAL ETF 加仓+$433.93万
PMBS 加仓+$367.06万
DFIC 加仓+$274.88万
DIMENSIONAL ETF 加仓+$266.10万
2026Q2 卖出最多 按季末市值估算
BOXX 减仓-$127.63万
TFLR 减仓-$49.36万
MTBA 减仓-$47.76万
FNDX 减仓-$41.83万
AVUS 减仓-$32.83万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| XLI | SELECT SECTOR SPDR TR | $2.78万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| CMPR | CIMPRESS PLC | $2.78万 | 0.01% | 273 | -10 | -3.5% | -$1,017 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $2.76万 | 0.01% | 201 | -217 | -51.9% | -$2.98万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $2.75万 | 0.01% | 283 | -63 | -18.2% | -$6,112 | 减仓 |
| CELH | CELSIUS HLDGS INC | $2.73万 | 0.01% | 932 | 915 | 5,382.4% | $2.68万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $2.72万 | 0.01% | 1,478 | 694 | 88.5% | $1.28万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $2.72万 | 0.01% | 330 | 26 | 8.6% | $2,142 | 加仓 |
| SBUX | STARBUCKS CORP | $2.71万 | 0.01% | 265 | 75 | 39.5% | $7,664 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $2.70万 | 0.01% | 565 | 40 | 7.6% | $1,912 | 加仓 |
| IX | ORIX CORP | $2.69万 | 0.01% | 708 | 97 | 15.9% | $3,690 | 加仓 |
| MHO | M/I HOMES INC | $2.69万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $2.68万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| SIG | SIGNET JEWELERS LIMITED | $2.67万 | 0.01% | 310 | -5 | -1.6% | -$431 | 减仓 |
| FLO | FLOWERS FOODS INC | $2.67万 | 0.01% | 3,378 | 2,416 | 251.1% | $1.91万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $2.67万 | 0.01% | 641 | 5 | 0.8% | $208 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2.66万 | 0.01% | 525 | 525 | — | $2.66万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2.65万 | 0.01% | 414 | 120 | 40.8% | $7,681 | 加仓 |
| FTRE | FORTREA HLDGS INC | $2.63万 | 0.01% | 1,512 | 48 | 3.3% | $835 | 加仓 |
| BKH | BLACK HILLS CORP | $2.63万 | 0.01% | 353 | 259 | 275.5% | $1.93万 | 加仓 |
| PNR | PENTAIR PLC | $2.61万 | 0.01% | 341 | 305 | 847.2% | $2.34万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $2.61万 | 0.01% | 839 | -13,449 | -94.1% | -$41.83万 | 减仓 |
| AZN | ASTRAZENECA PLC | $2.60万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| UCTT | ULTRA CLEAN HLDGS INC | $2.60万 | 0.01% | 182 | -20 | -9.9% | -$2,852 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $2.59万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $2.59万 | 0.01% | 114 | -6 | -5.0% | -$1,361 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $2.57万 | 0.01% | 226 | 43 | 23.5% | $4,889 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $2.56万 | 0.01% | 299 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC | $2.54万 | 0.01% | 695 | -6 | -0.9% | -$219 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $2.53万 | 0.01% | 291 | -36 | -11.0% | -$3,126 | 减仓 |
| RLI | RLI CORP | $2.52万 | 0.01% | 427 | 390 | 1,054.1% | $2.30万 | 加仓 |
| GMED | GLOBUS MED INC | $2.52万 | 0.01% | 319 | 60 | 23.2% | $4,741 | 加仓 |
| NE | NOBLE CORP PLC | $2.52万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $2.51万 | 0.01% | 200 | 151 | 308.2% | $1.90万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $2.51万 | 0.01% | 140 | -17 | -10.8% | -$3,052 | 减仓 |
| GEN | GEN DIGITAL INC | $2.50万 | 0.01% | 1,004 | 697 | 227.0% | $1.73万 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $2.48万 | 0.01% | 744 | 241 | 47.9% | $8,047 | 加仓 |
| IEX | IDEX CORP | $2.47万 | 0.01% | 109 | 40 | 58.0% | $9,078 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $2.47万 | 0.01% | 132 | 127 | 2,540.0% | $2.38万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $2.47万 | 0.01% | 308 | 63 | 25.7% | $5,050 | 加仓 |
| PLD | PROLOGIS INC. | $2.47万 | 0.01% | 182 | 4 | 2.2% | $542 | 加仓 |
| KEX | KIRBY CORP | $2.46万 | 0.01% | 181 | 113 | 166.2% | $1.54万 | 加仓 |
| RSSB | TIDAL TRUST II | $2.46万 | 0.01% | 799 | 0 | 0.0% | — | 不变 |
| BHVN | BIOHAVEN LTD | $2.46万 | 0.01% | 1,650 | 1,026 | 164.4% | $1.53万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2.45万 | 0.01% | 134 | -39 | -22.5% | -$7,141 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $2.44万 | 0.01% | 702 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $2.44万 | 0.01% | 272 | -4 | -1.4% | -$359 | 减仓 |
| SDRL | SEADRILL LTD | $2.44万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |
| BSVO | EA SERIES TRUST | $2.42万 | 0.01% | 830 | 830 | — | $2.42万 | 新建仓 |
| ICHR | ICHOR HOLDINGS | $2.41万 | 0.01% | 215 | 23 | 12.0% | $2,583 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $2.41万 | 0.01% | 1,402 | -116 | -7.6% | -$1,995 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $2.41万 | 0.01% | 809 | 101 | 14.3% | $3,004 | 加仓 |
| MTB | M & T BK CORP | $2.40万 | 0.01% | 101 | 53 | 110.4% | $1.26万 | 加仓 |
| ADT | ADT INC DEL | $2.40万 | 0.01% | 3,698 | -6,341 | -63.2% | -$4.12万 | 减仓 |
| SLM | SLM CORP | $2.40万 | 0.01% | 925 | 475 | 105.6% | $1.23万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $2.40万 | 0.01% | 217 | -38 | -14.9% | -$4,196 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $2.39万 | 0.01% | 128 | 58 | 82.9% | $1.08万 | 加仓 |
| DINO | HF SINCLAIR CORP | $2.37万 | 0.01% | 340 | 49 | 16.8% | $3,413 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.37万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $2.35万 | 0.01% | 265 | 243 | 1,104.5% | $2.15万 | 加仓 |
| PINS | PINTEREST INC | $2.35万 | 0.01% | 1,117 | 285 | 34.3% | $5,994 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $2.34万 | 0.01% | 1,490 | 1,490 | — | $2.34万 | 新建仓 |
| AEG | AEGON LTD | $2.33万 | 0.01% | 2,756 | 403 | 17.1% | $3,401 | 加仓 |
| F | FORD MTR CO | $2.32万 | 0.01% | 1,670 | 343 | 25.8% | $4,768 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $2.30万 | 0.01% | 3,000 | -14 | -0.5% | -$108 | 减仓 |
| APA | APA CORPORATION | $2.28万 | 0.01% | 701 | 191 | 37.5% | $6,221 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $2.28万 | 0.01% | 46 | 26 | 130.0% | $1.29万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $2.27万 | 0.01% | 156 | -1 | -0.6% | -$146 | 减仓 |
| EQT | EQT CORP | $2.27万 | 0.01% | 426 | 91 | 27.2% | $4,839 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $2.25万 | 0.01% | 745 | 198 | 36.2% | $5,980 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $2.25万 | 0.01% | 1,254 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $2.24万 | 0.01% | 577 | -1,009 | -63.6% | -$3.92万 | 减仓 |
| GPN | GLOBAL PMTS INC | $2.24万 | 0.01% | 309 | -206 | -40.0% | -$1.49万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $2.24万 | 0.01% | 316 | -289 | -47.8% | -$2.05万 | 减仓 |
| WHR | WHIRLPOOL CORP | $2.22万 | 0.01% | 563 | 420 | 293.7% | $1.66万 | 加仓 |
| — | QORVO INC | $2.19万 | 0.01% | 235 | 27 | 13.0% | $2,518 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $2.19万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC | $2.19万 | 0.01% | 2,578 | 1,087 | 72.9% | $9,218 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $2.18万 | 0.01% | 218 | 77 | 54.6% | $7,693 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $2.18万 | 0.01% | 66 | 66 | — | $2.18万 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $2.17万 | 0.01% | 155 | 124 | 400.0% | $1.74万 | 加仓 |
| OLN | OLIN CORP | $2.16万 | 0.01% | 1,089 | 1,074 | 7,160.0% | $2.13万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $2.14万 | 0.01% | 411 | 36 | 9.6% | $1,878 | 加仓 |
| NUE | NUCOR CORP | $2.14万 | 0.01% | 96 | 4 | 4.3% | $891 | 加仓 |
| UI | UBIQUITI INC | $2.14万 | 0.01% | 40 | -5 | -11.1% | -$2,670 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR | $2.12万 | 0.01% | 1,094 | -57 | -5.0% | -$1,107 | 减仓 |
| LII | LENNOX INTL INC | $2.12万 | 0.01% | 37 | 35 | 1,750.0% | $2.01万 | 加仓 |
| HAE | HAEMONETICS CORP MASS | $2.12万 | 0.01% | 282 | -45 | -13.8% | -$3,375 | 减仓 |
| IDXX | IDEXX LABS INC | $2.11万 | 0.01% | 40 | -2 | -4.8% | -$1,053 | 减仓 |
| STM | STMICROELECTRONICS N V | $2.10万 | 0.01% | 281 | -1 | -0.4% | -$75 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $2.09万 | 0.00% | 629 | 35 | 5.9% | $1,164 | 加仓 |
| BP | BP PLC | $2.07万 | 0.00% | 560 | -100 | -15.2% | -$3,695 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $2.07万 | 0.00% | 71 | 70 | 7,000.0% | $2.04万 | 加仓 |
| LEN | LENNAR CORP | $2.06万 | 0.00% | 228 | 162 | 245.5% | $1.47万 | 加仓 |
| E | ENI SPA | $2.06万 | 0.00% | 440 | -4 | -0.9% | -$187 | 减仓 |
| TTEK | TETRA TECH INC NEW | $2.06万 | 0.00% | 712 | -163 | -18.6% | -$4,709 | 减仓 |
| FAST | FASTENAL CO | $2.06万 | 0.00% | 428 | 128 | 42.7% | $6,148 | 加仓 |
| FLR | FLUOR CORP | $2.05万 | 0.00% | 392 | 151 | 62.7% | $7,911 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO | $2.04万 | 0.00% | 3,092 | -137 | -4.2% | -$904 | 减仓 |
| VMC | VULCAN MATLS CO | $2.04万 | 0.00% | 69 | -17 | -19.8% | -$5,015 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $2.03万 | 0.00% | 328 | -272 | -45.3% | -$1.68万 | 减仓 |